> ## Documentation Index > Fetch the complete documentation index at: https://docs.upflow.io/llms.txt > Use this file to discover all available pages before exploring further. # Apply bank transactions to invoices > Match unapplied bank transactions to the invoices they pay using Upflow's matching interface — link a customer, select invoices, and apply payment in one modal. Cash application is the process of matching a bank transaction to the invoices it pays. Upflow's matching interface lets you work through your Unapplied transactions one by one, link each one to a customer, select the relevant invoices, and apply the payment — all in a single modal. When the match is clear, the [Cash App agent](/en-us/cash-application/cash-app-agent) can apply transactions for you automatically. ## Open the matching interface From the [**Bank transactions**](https://app.upflow.io/organization/-/bank-transactions) page, click the blue **Apply** button in the top-right corner to open the matching interface for all Unapplied transactions in the selected bank account. The Bank transactions list showing the blue Apply button in the top right, with a list of Unapplied transactions sorted by posted date. The matching interface opens as a modal with two panels: * **Left panel** — the list of all Unapplied transactions for this bank account, sorted by posted date (newest first). Use the search bar or the sort dropdown to navigate. * **Right panel** — the matching workspace for the currently selected transaction. The matching interface modal showing the left panel with the transaction list and the right panel with transaction details, customer selector, and invoice table. The left panel shows the total Unapplied amount and currency for the bank account at the top. Clicking a transaction in the list loads it in the right panel. > 👉 You can also open the matching interface for a single transaction by clicking the small **Apply** button on that row in the list. This opens the same modal without the left-hand transaction list. ## Match a transaction ### Step 1 — Review the transaction details At the top of the right panel, you can see the transaction's **date** and **description** as provided by your bank feed. These are the clean, human-readable fields from your bank provider. ### Step 2 — Select a customer Use the **customer dropdown** to link the transaction to a customer. Start typing to search across all your customers. The customer dropdown open with a search field, showing filtered results matching the typed name. Once you select a customer, the invoice table loads with their outstanding invoices. The interface switches to the **Suggested** tab if a match was automatically proposed. The matching interface after selecting a customer, showing the Suggested tab with one proposed invoice match and a Match customer only button in the footer. > 👉 If you want to link the transaction to a customer but not apply it to any invoice yet, click **Match customer only** at the bottom of the modal. The transaction will be synced to your accounting system as an Unapplied customer payment. ### Step 3 — Select invoices Switch between tabs to find the invoices you want to apply: * **Invoices** — all outstanding invoices for the selected customer, with search and filter options * **Selected** — invoices you have already selected in this session * **Suggested** — invoices automatically proposed by Upflow based on the transaction amount and customer The Invoices tab showing all outstanding invoices for the customer, with filters applied for customer, status and currency. One invoice is checked and has an amount entered. To apply an amount to an invoice: 1. Click the **→** arrow button on an invoice row to automatically fill in the outstanding amount. 2. Or type a custom amount directly in the **Amount to apply** field. The footer shows a running total: **amount selected** / **remaining to apply**, so you always know how much of the transaction is still unallocated. ### Step 4 — Apply Once you have selected your invoices and entered amounts, click the apply button in the footer: * **Apply fully** — when the selected amount equals the full transaction amount (€0.00 remaining) * **Apply partially** — when the selected amount is less than the full transaction amount * **Match customer only** — when no invoices are selected but a customer is linked The matching interface footer showing the Apply fully button enabled, with €38,153.23 selected and €0.00 remaining to apply. After clicking, Upflow applies the transaction and automatically moves to the next Unapplied transaction in the left panel list. ## Exclude a transaction If a transaction is not relevant to accounts Receivable (for example, a payroll transaction or an accounts Payable payment), click **Exclude** at the bottom of the left panel. Excluded transactions are hidden from the Unapplied list and will not be synced to your accounting system. ## Transaction statuses | Status | Meaning | | ---------------- | ------------------------------------------------------------------------------------------------------- | | **Unapplied** | The transaction has not been applied to any invoice. Applied amount = €0. | | **Applied** | The transaction has been fully applied. Applied amount = transaction amount. | | **Auto-applied** | The transaction has been fully applied by the [Cash App agent](/en-us/cash-application/cash-app-agent). | | **Excluded** | The transaction has been marked as irrelevant to accounts Receivable. | A transaction must be linked to a customer before it can be synced to your accounting system as a customer payment. If no customer is linked, the transaction will not be synced. ## Edit an applied transaction To update a transaction that has already been applied, click the **Apply** button on that row in the bank transactions list. The matching interface opens in edit mode, defaulting to the **Selected** tab showing the invoices that were applied. You can change the applied amounts, add or remove invoices, or change the customer. When you click **Update**, a confirmation modal will appear describing the impact on your accounting system before the change is saved.